Cole Miles Erickson

Employer firm

Beacon Capital, LLC CRD 286316

$278M regulatory AUM 167 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 10/2021
  Bankers Life & Casualty, Inc
  Cedar Rapids, IA
• 10/2017 → 05/2020
  Iowa Family Farms
  Batavia, IA
• 04/2017 → 06/2018
  Asg Construction
  Solon, IA
• 02/2021 → 11/2021
  Bankers Life Advisory Services, Inc
  Cedar Rapids, IA
• 01/2024 → Present
  Beacon Capital, Llc
  Cedar Rapids, IA
• 01/2022 → Present
  Cme, Inc.
  Burlington, IA
• 10/2021 → 01/2022
  Sole Proprietor
  Burlington, IA
• 08/2011 → 05/2020
  Full-Time Student
  Burlington, IA

Previous Registrations

• 2021-02-08 → 2021-11-05
  Bankers Life Advisory Services, Inc.
  Cedar Rapids, IA
  Chicago, IL
  Cedar Rapids, IA

Other Businesses

CME Inc.; Inv Rel; Burlingtion, IA; Insurance Sales and Services; Owner/Ins Agent; 01/2022; approx 40 hrs/mo; 40 hrs during sec trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-12